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The Pharma Letter Podcast

The Pharma Letter Podcast
Author: Simon Wentworth
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© 2025 The Pharma Letter Podcast
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The Pharma Letter Podcast provides in-depth discussion and analysis focused on key trends, companies and events in the pharmaceutical and biotech industries. Our guests come from a broad array of sectors and business functions, from early stage research in biopharmaceuticals, to patient engagement and marketing, supply chain management and life sciences investing. Podcasts are typically 20-30 minutes in length and are released approximately once every two weeks.
34 Episodes
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This week on The Pharma Letter Podcast, we’re joined by Marina Udier, chief executive of Nouscom — a biotech company developing cancer vaccines. Founded in 2015, the firm is working on cancer vaccines that use a viral vector platform to train the immune system to recognize and attack cancer. The company is developing both personalized and off-the-shelf approaches, aiming to treat a range of tumors. Before taking the helm at Nouscom, Dr Udier built a diverse career across healthcare — working ...
This week on The Pharma Letter Podcast, we’re joined by Howard Fillit, co-founder and chief science officer at the Alzheimer’s Drug Discovery Foundation (ADDF). As the FDA approval of anti-amyloid drugs like lecanemab and donanemab marks a new era in the treatment of Alzheimer’s, questions remain around cost, access, and real-world impact. A geriatrician and neuroscientist, Dr Fillit has argued for a broader approach to Alzheimer’s—one that targets not just amyloid, but the full biology...
This week on The Pharma Letter Podcast, we’re joined by Quin Wills, co-founder and chief scientific officer of UK biotech Ochre Bio. A physician-scientist with a background in genomics and computational biology, Quin has spent much of his career focused on the biology of liver disease — a path that has shaped Ochre’s approach to RNA-based therapies and human-based validation models. Founded in 2019, the Oxford-based biotech is developing a pipeline of RNA medicines for chronic liver conditi...
This week on The Pharma Letter Podcast, we are joined by Tony Clarke, senior VP of IT digital operations at ICON (Nasdaq: ICLR). As a leader in digital transformation within clinical research, Tony has been at the forefront of implementing AI-driven solutions to enhance drug development. A global contract research organization (CRO), ICON has been tracking industry attitudes toward digital innovation. In 2019, the company conducted a survey to gauge investment trends in new technologies...
In this week’s podcast, we welcome Iddo Peleg, CEO and co-founder of Yonalink, who provides insights into the current and future state of the clinical trial industry. As we move headlong into 2025, a year that appears set to be characterized by global economic and political turmoil, Iddo discusses major trends in the industry, including challenges posed by the COVID-19 aftermath and the potential impacts of regulatory upheaval on clinical trials. He also outlines how Yonalink’s ...
In this episode, we’ll take a look at the role of Japanese pharmaceutical groups in the UK, with Jackie Davis, general manager at Astellas Pharma. Tokyo-headquartered Astellas (TYO: 4503) has developed a strong portfolio in urology, oncology and immunology, most recently with US FDA approval for Vyloy (zolbetuximab), a key addition to its cancer treatments. It’s one of many Japanese companies with a strong presence in the UK, represented nationally by the Japanese Pharmaceutical Group, of w...
This week, we discuss a novel AI-driven approach to drug development, and its potential to transform the treatment of cancer and autoimmune diseases. We are joined by Yanay Ofran, chief executive and founder of Israel-based Biolojic Design, a company that is working on programmable antibodies. Biolojic's platform has already yielded a first-of-its-kind computationally designed antibody, now in Phase II trials, as well as a pipeline aimed at autoimmune and inflammatory conditions. The firm ...
This week we’re focusing on an area of clinical research that has been of great interest for a number of years, that is NASH, also known as MASH. It’s a high area of unmet medical need, with over 20 million diagnosed cases across Europe and the USA, and while there are more than 80 therapies currently in the pipeline, only around 5% of these are in Phase III development. One company working in this area is San Francisco-based 89bio (Nasdaq: ETNB), which has a candidate now in Phase II...
This week we are speaking with the chief executive of British drug development company Ellipses Pharma. Founded in 2018 to create new cancer therapies, the firm is following a unique multimodal approach to clinical development, leveraging a variety of technologies. That’s not the only way that Ellipses is rethinking drug development. The company uses a consultative model to provide an unbiased vetting process for candidates, with the goal of de-risking initial asset selection. Ellips...
In the world of outsourced clinical research, ICON is a big fish in a pond full of other increasingly big fish. In this episode of The Pharma Letter Podcast, we chat with the company’s chief commercial officer, George McMillan. Like many in the industry, the Dublin-headquartered clinical research organization (CRO) has sought to grow in size to take advantage of increasing demand for its services. A coming together of numerous advances in biotechnology over recent years has led to a new wa...
With an Accelerated nod for Aduhelm (aducanumab) and now full approval for Leqembi (lecanemab) in the USA, Biogen (Nasdaq: BIIB) and Eisai (TYO: 4523) have overturned decades of failure in Alzheimer’s. But at the annual meeting of the Alzheimer’s Association (AAIC), it’s another neurology heavyweight taking center stage, as Eli Lilly (NYSE: LLY) makes clear its intention to remain a leader in the treatment of this challenging disease. At the AAIC in Amsterdam, we’re speaking with two key fi...
In the runup to the annual meeting of the Alzheimer’s Association, this week we are speaking with Michael Irizarry, deputy chief clinical officer at Eisai US. At the event in July, there will be plenty to discuss, with recent new data from Eli Lilly (NYSE: LLY) suggesting its anti-amyloid candidate, donanemab, is likely to provide healthy competition for Eisai's (TYO: 4523) own Alzheimer’s product, lecanemab - marketed in the USA as Leqembi. Like Lilly, Eisai has been a pioneer in neurology...
Set against a backdrop of foundering confidence in biotech stocks, the success of some companies incubated by Massachusetts-based Flagship Pioneering has been remarkable. Flagship has invested billions of dollars getting startups off the ground, many of which, such as Foghorn Therapeutics (Nasdaq: FHTX), Codiak Biosciences (Nasdaq: CDAK) and Rubius (Nasdaq: RUBY), have gone on to become publicly-traded companies. Moderna Therapeutics (Nasdaq: MRNA), the poster child for the firm’s strategy,...
A draft of the European Commission’s ongoing review of pharmaceutical legislation has leaked, prompting a bitterly-worded reaction from drugmakers, which accuse legislators of “sabotaging” the industry. There is no doubt that the proposals represent serious change. Maarten Meulenbelt, partner and expert on EU regulatory affairs at Sidley Austin, describes them as the most far-reaching for decades. On this week’s episode of The Pharma Letter Podcast, Mr Meulenbelt will walk us through...
This week on The Pharma Letter Podcast, we are joined by Galapagos (Euronext: GLPG) chief executive Paul Stoffels. After an illustrious career as chief scientific officer at Johnson & Johnson (NYSE: JNJ), Dr Stoffels is ready for a new chapter in his home country of Belgium. His instalment as Galapagos CEO is also a kind of homecoming. Founded in 1999, the firm emerged from a joint venture between Crucell and Tibotec, an infectious disease specialist for which Dr Stoffels served as ch...
The outcome of the recent midterm elections in the USA surprised many by returning a Democrat-led Senate, preventing Republicans from gaining control of the next Congress. Analysts, having expected a stronger showing for Republicans, put some of the blame on former president Donald Trump, whose endorsements and active involvement in campaigning were said to frighten off moderates. In this week’s episode of The Pharma Letter Podcast, we are joined by Stephanie Kennan, senior VP for federal pub...
*Partnered content In Boston, Massachusetts, one company is now making significant headway in the development of an innovative treatment for rare pediatric liver diseases. Led by president and chief executive officer Ron Cooper, Albireo (Nasdaq: ALBO) has since 2021 boasted both US and EU approval for the novel bile acid modulator Bylvay (odevixibat). The oral medicine addresses an unmet need by providing the first non-surgical treatment option for people with progressive familial intrahep...
As President Joe Biden signs the Inflation Reduction Act into law, drugmakers in the USA are poring over the likely impact on drug prices, and how best to respond to its enactment. The legislation passed in the US Congress with Vice President Kamala Harris casting the decisive vote in an otherwise deadlocked Senate. That evident lack of bipartisanship put the kibosh on Democrats’ more ambitious plans, with the new law representing a greatly watered down version of the original $3.5 trillion...
For years, commentators have observed that drug prices in the USA are significantly higher than elsewhere in the world. Pointing to the high levels of innovation in the USA, a country where new drugs and biologics tend to get launched first, argue that market-based pricing funds essential research and development. As the US Congress debates more government intervention to improve access, including the potential for the federal insurance fund Medicare to actively negotiate drug prices, one ...
Interest in the potential for artificial intelligence to transform different aspects of the drug discovery and development process is at an all-time high. According to industry analyst GlobalData, the number of AI deals in pharma has doubled in the last three years, reaching 85 in 2021, and more pharmaceutical companies are hiring for AI roles than ever before. Another way of gauging interest is to look at the number of AI-based patents granted over time, with analysts recording a three-fol...
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